CRM Automation

Stop manually entering lead data. Automate enrichment and CRM updates with conversational flows that sync directly to your sales tools.

The Problem

Manual Data Entry Wastes Sales Time

Sales reps spend hours copying lead information from forms, emails, and spreadsheets into your CRM. Time that should be spent selling is wasted on data entry.

Incomplete Lead Data Slows Follow-Up

Static forms miss critical qualification questions. Sales teams have to research company size, budget, and urgency before reaching out, delaying response time.

No Automated Routing or Prioritization

All leads land in a generic queue. High-value prospects wait hours for assignment while reps chase unqualified leads.

DialogKit Solution

Automatic CRM Sync

DialogKit flows sync directly to Salesforce, HubSpot, Pipedrive, and other CRMs via API. Leads appear in your CRM instantly with all collected data pre-filled.

Smart Lead Enrichment

Conversational flows ask qualifying questions in context—budget, timeline, decision-makers, pain points. Leads arrive fully enriched and ready for sales outreach.

Conditional Routing Rules

Route leads based on responses. Enterprise deals go to senior reps, regional leads to local teams, urgent requests trigger immediate notifications.

How It Works

Visitor Starts Conversation

User clicks your CTA and enters a conversational flow. DialogKit asks qualifying questions one at a time—company size, use case, budget, timeline.

Flow Enriches Lead Data

Conditional logic tailors questions based on previous responses. Enterprise buyers see different questions than SMB prospects. All data is captured in real-time.

Lead Syncs to CRM Automatically

When the user completes the flow, DialogKit creates a lead/contact in your CRM via API. Lead is assigned to the right rep, tagged with source and campaign data, and ready for follow-up.

The Economics

Approach	Cost	Time Wasted	Data Quality
Manual Data Entry	$50/hour × 2 hours/day	10 hours/week	Incomplete, delayed
Zapier Integration	$20/month + setup time	Still requires enrichment	Basic fields only
DialogKit	$0.30/qualified lead	Zero	Fully enriched, instant

At 100 leads/month, DialogKit costs $30. Manual entry costs $2,000+ in wasted sales time. You save $1,970/month while improving lead quality.